Edward Jones - Financial Advisor: Stephanie Bonniville

4.0
4 reviews

About

Investment Service
Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Location

Edward Jones - Financial Advisor: Stephanie Bonniville
400 City Hall Ave, Poquoson, VA
23662, United States

Hours

Reviews

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  • LW
    Lynn wells
    May 31, 2020
    5.0
    Great attention to detail. Stephanie is so pleasant to talk with and she makes sure that I understand what is going on with my account.
  • TW
    Thom Wells
    Apr 17, 2020
    5.0
    I was fortunate to have been referred to Stephanie about 1 year ago through a close friend. We met at her office in Poquoson and had a thorough conversation about my goals, investment experience and expectations. This was very important to me because my previous advisor was just selling me and not listening to me. Stephanie listened to my needs and created a personalized strategy. She made it very clear that the best way to be successful is to communicate with each other. We meet once a year for an annual review, but during the year she will contact me about potential opportunities that could enhance my portfolio. I am so grateful to have met her. I own small business and have finally got to the point that we could set up a retirement plan for our company.
  • CW
    Christina Waters
    Feb 12, 2019
    1.0
    Very bad first impression. Made an appointment for 11. Showed up at 11 and the whole office is dark and locked. Google says they're open from 9-5. Yeah right! We drove out of our way because we were referred here and don't even get the common decency of a phone call to let us know that they won't be in the office for our APPOINTMENT. Spoke to Stephanie DIRECTLY YESTERDAY to set this up and STILL got the short end of the stick. Thanks for nothing!

Frequently Asked Questions About Edward Jones - Financial Advisor: Stephanie Bonniville

What services does Edward Jones - Financial Advisor: Stephanie Bonniville offer?

We offer personalized investment services including retirement planning, education savings, tax-efficient investments, stocks & bonds, and financial advisory services tailored to your needs.

Where is Edward Jones - Financial Advisor: Stephanie Bonniville located?

Our office is located at 400 City Hall Ave, Suite C, Poquoson, VA 23662, USA.